Joqiva
JOB MANAGEMENT

Keep every job connected from enquiry to payment.

Joqiva gives UK service businesses one place to manage customer details, site notes, messages, quotes, invoices, files, visit dates, bank-transfer payment status and reminders.

See the job-to-payment workflow demoCompare job management plans

JOB CARD

Job #1042 - John Smith

Quote accepted
Service
Air conditioning installation
Address
14 King Street, Manchester
Status
Quote accepted
Next action
Create invoice
OverviewMessagesQuoteInvoicePaymentsFilesHistory

Payment

Awaiting bank transfer

UK invoice can show sort code, account number and VAT-ready invoice details where applicable.

EnquiryJobQuoteInvoicePayment reportedPayment confirmedClosed

Each job keeps the work, documents, payment status and history connected from first request to final confirmation.

See how the workflow works in the demo

FROM CALL TO JOB

Take the call forward. Keep the work connected.

Receptionist captures the enquiry. Your team checks the details and creates the job — with the customer request ready to take forward.

  1. 1

    Receptionist answers

    Captures the caller's request while you are busy.

  2. 2

    Enquiry prepared

    The request is ready for your team to review.

  3. 3

    Your team reviews

    Check the customer, site and service details, then choose services and prices.

  4. 4

    Your team creates the job

    Continue into quotes, invoices and payment tracking. Confirm payment and close the job as separate steps.

Receptionist requires an active subscription or trial and is paid separately. Jobs, quotes and invoices require the appropriate Joqiva plan.

See the full workflow

A new customer calls while you are busy

An air-conditioning repair enquiry, captured by Receptionist.

Conversation

Turn 1 / 15

  1. Receptionist

    Hello, you've reached Bristol Air Conditioning. I'm the automated receptionist. How can I help you today?

  2. Caller

    Hi, my air conditioner has started leaking. There's water coming from the indoor unit.

  3. Receptionist

    I can take the details for the team. Has this just started, or has it been happening for a while?

  4. Caller

    I noticed it yesterday evening. It happens when the unit is running.

  5. Receptionist

    Thank you. Could I take your name and the address where the unit is installed?

  6. Caller

    It's Sarah Wilson, at eighteen Willow Close in Bristol. The postcode is B S seven, eight Q L.

  7. Receptionist

    Thank you, Sarah. Is this the wall-mounted unit inside the house?

  8. Caller

    Yes, it's in the living room. There's parking outside if someone comes over.

  9. Receptionist

    I've noted that. When would you prefer someone to visit?

  10. Caller

    Friday morning would be best. Can you book that for me?

  11. Receptionist

    I can pass on your preferred time, but the team needs to confirm availability. Is a callback on the number you're calling from suitable?

  12. Caller

    Yes, that's fine. Will they let me know the repair price as well?

  13. Receptionist

    The team will review the issue and discuss pricing with you. I've recorded the leaking indoor unit and your request for Friday morning.

  14. Caller

    Perfect, thank you. I'll wait for their call.

  15. Receptionist

    You're welcome, Sarah. Your enquiry is ready for the team to review. Goodbye.

Press Play on a turn to start the conversation.

Prerecorded demo voices, not Maren. No real call is made.

No price or appointment promised. Your team reviews the captured details.

HOW IT HELPS

How it helps

Use the job card as the working centre for the order, from first request through quote, invoice, payment follow-up and close-out.

Keep job context together

Store customer details, site address, service request, files, source, status and next action in one job record.

Move from job to quote

Create quotes from the job using the original request, service templates, item library and customer context.

Track invoice and payment status

See invoice status, bank-transfer instructions, customer “I’ve paid” reports, owner payment confirmation and reminders from the same job.

What a job record contains

A Joqiva job card keeps the operational details, documents and history together so the next action is always clear.

Customer name, phone, email and site address
Service type, customer type and job source
Preferred, proposed, confirmed and job dates
Current status and next action
Linked quote and invoice
Payment status and reminder history
Files, notes, messages and activity history

JOB TABS

Everything around the job, in one place

Use job tabs to move between the work details, customer messages, quote, invoice, payments, files and history without losing context.

OverviewMessagesQuoteInvoicePaymentsFilesHistory
Overview
customer, site, service and next action
Messages
notes, sent documents and email history
Quote
not sent, sent, viewed, accepted or declined
Invoice
invoice status and PDF record
Payments
payment reports and owner payment confirmation
Files
photos, attachments and documents
History
activity and audit trail

Simple visit dates, not full dispatch

Joqiva helps you keep visit dates visible inside the job record without turning the product into a full scheduling or dispatch system.

Preferred date
Proposed visit date
Confirmed visit date
Job date
Upcoming visits view

Joqiva does not include route planning, engineer availability, fleet tracking or a dispatch board.

Find the right job quickly

Search and filters help teams find active work, customer history and payment follow-up without digging through disconnected records.

Search jobs by customer, address, service or reference
Filter jobs by status, date and customer
Find quotes awaiting acceptance
Find invoices awaiting payment or overdue
Use global search across jobs, customers, quotes and invoices

Connected to customer history

Each job links back to the customer record, so service history, quotes, invoices, payments and duplicate warnings stay inside the same workspace.

Customer details
Jobs by customer
Quotes by customer
Invoices by customer
Payments by customer
Duplicate warning by email or phone

EXAMPLE JOB

Example: air conditioning installation

A customer emails about an air conditioning installation. Joqiva helps create a job, keep the site details, prepare a quote, send the customer quote page, create the invoice, show bank-transfer payment details and track the payment report.

Email enquiryJob #1042Quote sentQuote acceptedInvoice sentPayment reportedConfirmed paid

WORKFLOW FIT

Where job management fits

A Joqiva job shows where the order came from, what is attached, what document comes next and whether the bank-transfer payment still needs action.

  1. 1Create the job from manual entry, a template, pasted message or reviewed enquiry
  2. 2Keep customer, site, files and service context attached
  3. 3Prepare and send a quote from the job
  4. 4Accept the quote through the customer quote page
  5. 5Create an invoice manually or through the workspace auto-invoice policy
  6. 6Track bank-transfer payment status and customer “I’ve paid” reports
  7. 7Confirm payment and close the job

Example process using sample data.

PLANS

Job management by plan

Starter covers the core job workflow. Pro adds inbox and follow-up automation. Team adds people, permissions and stronger visibility.

Starter

Manage jobs, customers, quotes, invoices, files, basic activity timeline, manual notes, basic overdue list and manual reminders.

Pro

Everything in Starter, plus forwarded email capture, inbound replies, unified inbox, similar recent jobs, quote follow-ups and automatic overdue reminders.

Team

Everything in Pro, plus multiple users, roles, staff assignment, admin controls, accountant read-only access and audit log visibility.

CLEAR BOUNDARIES

Clear boundaries

Joqiva keeps the job workflow focused on admin, documents, payment status and reminders without promising unsupported dispatch or payment features.

No full dispatch.
No route planning.
No fleet tracking.
No payment processing.
No card payments or Stripe Connect.
No accounting replacement.
No multiple workspaces.
No permanent free plan.
Customers pay directly into your bank account.

Related feature pages

Follow the connected workflow across enquiries, customer records, quotes, invoices and bank-transfer payment tracking.

Enquiry management

Capture manual, pasted, template and Pro or Team forwarded enquiries for review.

Explore enquiry management workflows

Customers

Keep customer details, job history, quotes, invoices, payments and duplicate warnings connected inside the workspace.

Explore customer records

Quotes

Create quotes and customer quote pages with a clear acceptance flow.

Explore quote software

Invoicing

Create UK invoices, share customer invoice pages and track bank-transfer payment status.

Explore UK invoice software

Payment tracking

Track bank-transfer payments, customer “I’ve paid” reports, owner confirmation, overdue invoices and reminders.

Explore bank-transfer payment tracking

Spreadsheet vs workflow software

Decide when spreadsheet tracking is enough and when a connected job workflow becomes useful.

Compare spreadsheets with job management software

Accounting vs job workflow software

Understand why accounting records and day-to-day job workflows solve different service business problems.

Compare accounting software with job workflow software

Keep the job moving to confirmed payment

See how Joqiva keeps the order connected from enquiry to accepted quote, invoice, bank-transfer payment tracking, reminders and close-out.

Start with the demoView plans

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